Federal Reserve Bank of Chicago President Austan Goolsbee said Monday there is potential for more interest rate cuts this year, if inflation continues to return towards the central bank’s 2% target https://t.co/NigkQN94TL ...

Stocks struggled for direction Friday as fears of AI disruptions weigh against the potential for more interest rate cuts after a cooler-than-expected inflation reading https://t.co/qieVnDh2nY ...

Core Viewpoint - Greenlight Capital's David Einhorn believes the Federal Reserve will implement more interest rate cuts this year than currently anticipated, which boosts his confidence in gold investments [1][2]. Interest Rate Expectations - Traders are pricing in over an 88% chance of two quarter percentage point cuts by the end of the year, despite a slight decrease in rate cut expectations following a strong January jobs report [1]. - Einhorn argues that the market's interpretation of the jobs figures as a reason to avoid rate cuts is incorrect, suggesting that the actual number of cuts could exceed current expectations [2]. Fed Leadership Influence - Einhorn anticipates that Kevin Warsh, nominated by President Trump to succeed Jerome Powell as Fed chair, will advocate for rate cuts even if the economy appears strong [3]. - He believes Warsh will focus on productivity arguments to persuade the committee to cut rates [3]. Gold Market Dynamics - Gold, which experienced a sell-off after Warsh's nomination due to reduced concerns about Fed independence, has since recovered, with futures up over 17% this year [4][5]. - The yellow metal has surged more than 60% in 2025 and over 120% since 2024, driven by concerns over central bank independence, geopolitical tensions, and unstable trade policies [5].

JUST IN: 🇺🇸 President Trump says interest rate cuts would reduce US debt. ...

Let's start with the these Fed officials chiming in because this was interesting Danielle. This made headlines. You got Beth Hammock saying rates could be on hold for quite some time and then you had Lorie Logan echoing that saying current policy stance appropriate she says. I mean what did you make of that Danielle? That does not sound like two Fed officials who are you know jumping here itching to to cut rates because of this labor market. >> Uh it certainly does not. Um, and I would venture to say that t ...

Maybe making a decision that he doesn't want to go back into the administration. Given what's going on with the administration. I have no inside information on that, although I talked to Steve on Friday and he said he had a lot of questions running through his mind about what he wanted to do next.He is going to be staying on the Fed until a successor to that seat is confirmed, which is likely going to be Kevin Warsh. But I don't think he knows what he's going to do after that. Now, if you've been chairman o ...

Silver's gain of 26% in December capped off a historical gain of 170% for 2025. While geopolitical instability and economic uncertainty have driven some safe haven buying in silver, tracking gold's 70% plus rise in 2025. Silver's surge continues to be amplified by its dual role as both a monetary asset and an indispensable industrial commodity.Factors like Federal Reserve interest rate cuts, a weakening US dollar, rising global debt, inflation concerns, and tariff uncertainties have fueled investor interest ...

Stocks struggled for direction at Tuesday’s open as traders assess whether the US economy growing at its fastest pace in two years would delay or stall additional Federal Reserve interest rate cuts https://t.co/YHtUYfQji6 ...

Economic Outlook - The speaker acknowledges recessions are inevitable, and the Fed's role is to mitigate them [1] - The speaker doesn't foresee a recession in the near term, partly because of policy rate adjustments [2] - Adjusting policy rates downward is crucial to counter the risk of rising recessions [3] Labor Market Analysis - The rise in the unemployment rate is a concern, as it has historically preceded recessions [1][2] - The speaker is assessing the risk of a near-term recession based on the labor market [2] Monetary Policy - Policy needs to adjust downward to reflect the downward shift in the neutral rate [3] - Continuing to adjust interest rates is important to prevent recession [3] Economic Shocks - Various shocks, including changes to population growth rate due to border policy changes, have pushed the neutral rate down [3]

Labor Market & Economic Outlook - Morgan Stanley suggests the labor market may have already bottomed, with any economic slowdown being sector-specific [1] - The firm believes a rolling recession has been occurring, with each sector experiencing its own recession due to post-COVID distortions [2] - Data indicates the rate of change on payrolls and layoffs peaked/bottomed in April, coinciding with the market bottom [2] Federal Reserve Policy - A non-weak labor market could give the Federal Reserve more room to cut rates [4] - The Fed's data is lagged, and revisions show a significant labor recovery [5] - Rate cuts are needed for the financially leveraged parts of the economy, such as housing and consumer goods [8] - The risk of the Fed cutting rates into a good earnings cycle is asset inflation [8] Inflation & Wage Growth - Accelerating inflation is generally good for company earnings, especially for lagging companies, if the Fed isn't raising rates [8] - The current administration aims to address affordability through wage gains, with wage growth needing to outpace inflation [9][10] - Fiscal policy changes are intended to reduce consumption and increase investment, potentially leading to better productivity [11] - Reconfiguring the economy through fiscal policy should lead to better productivity [11] Market Performance & Strategy - Morgan Stanley anticipates 17% earnings growth for the S&P [14] - The firm projects the S&P 500 could reach 7,800, pricing it off of 2027 estimates [14] - A key risk to this strategy is inflation returning to a level that forces the Fed to react by raising rates [15]